Brent Sullivan
speaker
332 appearances
1 recordings
1 series
first heard Jul 2026
last heard 19 Jul
Brent Sullivan’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
WSJ's Take On the Week · How This $150B+ Wall Street Strategy Could Lower Your Taxes · 19 Jul 2026
podcast
They're worth really scrutinizing.
I think they're worth a close look.
You just realize that the entire suitability question and how much leverage you're going to deploy, which benchmark, all of the volatility involved in these strategies, you are responsible for all of that.
The entire suitability question falls on the individual.
Exactly.
Now, an advisor has an important role in this ecosystem, which is they can help manage the volatility, at least the emotional volatility.
People don't like when I say that because they think I'm condescending to them.
Like, oh, individuals can't handle it.
They need an advisor to pat them on the back, make sure they're going to survive through all this volatility.
But the truth of the matter is an advisor can provide that role.
Another thing they do is provide access.
And the access is really important.
The asset management industry, the AQRs, the Quantinos, they want to support investors, but they do so through wealth managers.
Wealth managers are responsible for all the blocking and tackling.
They handle the individual gnarly questions that households ask.
they manage cash flows they manage redemptions they manage planning they manage emotions there's a symbiotic relationship between the asset management industry the folks who actually do the trades the folks who manage the strategies the big brains behind the scenes who are actual you know experts at these strategies and the wealth management industry which is really like the retail brokerage kind of like personal interfacing layer these all these things work well together i'm not saying that
That's the only way to access these strategies.
But I'm saying that that is a it's a thoughtful way to do it.
Okay, so the joke that I have with a bunch of friends is that like, you know, the ultimate investment strategy is like starting a business or getting promoted at work.
Like, that is like the actual thing that you should be plowing all of your time into.
Showing 301–320 of 332 · page 16 of 17
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